Hedge Fund Investor Letters Q3 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Articles by Soumya Eswaran
Strong Top-Line Growth and AI Innovation Lifted Meta Platforms (META) Higher
Wedgewood Partners, an investment management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Microsoft (MSFT) Remains a High-Quality AI Leader
Wedgewood Partners, an investment management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Wedgewood Partners’ Q3 2026 Investor Letter
Wedgewood Partners, an investment management company, released its third-quarter 2026 investor letter.
What Makes Chevron Corporation (CVX) an Investment Bet?
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q3 2026 investor letter for its “Large Cap Strategy”. The letter can be downloaded here.
Strong 2027 Guidance and Generative AI Drive Salesforce’s (CRM) Revenue Reacceleration
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q3 2026 investor letter for its “Large Cap Strategy”. The letter can be downloaded here.
Revenue Decline Expectations Pressure Builders FirstSource (BLDR) Shares
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q3 2026 investor letter for its “Large Cap Strategy”. The letter can be downloaded here.
Thermo Fisher Scientific Outperforms on Strong Results and Life Sciences Recovery
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q3 2026 investor letter for its “Large Cap Strategy”. The letter can be downloaded here.
Strong Azure Results Powered Microsoft Corporation’s (MSFT) Rally
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q3 2026 investor letter for its “Large Cap Strategy”. The letter can be downloaded here.
Diamond Hill Large Cap Strategy’s Q3 2026 Investor Letter
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q3 2026 investor letter for its “Large Cap Strategy”.
High Switching Costs Protect Microsoft Corporation (MSFT) in the AI Era
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q3 2026 investor letter for the “Focused Equity Strategy.” The letter...
Academic and Government Spending Powers Thermo Fisher (TMO)
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q3 2026 investor letter for the “Focused Equity Strategy.” The letter...
ASML (ASML) Declines 8.9% Despite Dominant Moat in EUV Lithography Technology
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q3 2026 investor letter for the “Focused Equity Strategy.” The letter...
Why Long-Term Conviction Remains Intact for Broadcom (AVGO)?
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q3 2026 investor letter for the “Focused Equity Strategy.” The letter...
How Deep System Roots Protect ServiceNow (NOW) in AI Era
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q3 2026 investor letter for the “Focused Equity Strategy.” The letter...
Emerald Wealth Partners – Focused Equity Strategy’s Q3 2026 Investor Letter
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q3 2026 investor letter for the “Focused Equity Strategy.” The Focused...
How Oracle Corporation (ORCL) Captures Mission-Critical Hyperscaler Workloads?
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q3 2026 investor letter for the “Growth Equity Strategy”.
Here’s Why the Strategy Exited Uber Technologies (UBER)
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q3 2026 investor letter for the “Growth Equity Strategy”.
Meta Platforms (META): Distribution Reach and Muse AI Catalyst Bridge the Capex Return Gap
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q3 2026 investor letter for the “Growth Equity Strategy”.
Zscaler (ZS): Capitalizing on Cybersecurity Relative Value
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q3 2026 investor letter for the “Growth Equity Strategy”.
Emerald Wealth Partners – Growth Equity Strategy’s Q3 2026 Investor Letter
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q3 2026 investor letter for the “Growth Equity Strategy.
Here’s Why F&G Annuities & Life’s (FG) Pre-Announced Q3 Earnings Fell Below Expectations
Middle Coast Investing, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Here’s Why Tripadvisor (TRIP) Underperformed in Q3
Middle Coast Investing, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Middle Coast Investing’s Views on Mobility Global (MBGL)
Middle Coast Investing, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Telephone and Data Systems (TDS): Transitioning to Fiber While Unlocking Value in Array Digital
Middle Coast Investing, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Discounted Valuation Creates Entry Point in Global Luxury Leader LVMH Moët Hennessy – Louis Vuitton, Société Européenne (LVMUY)
Harris Oakmark recently released its third-quarter 2026 investor letter for its “Oakmark Global Select Fund”.
How Efficiency and AI Support White Mountains Insurance Group, Ltd.’s (WTM) Revaluation Thesis
Harris Oakmark recently released its third-quarter 2026 investor letter for its “Oakmark Global Select Fund”.
Trimas (TRS): Slow & Steady Growth Meets Rebound
Middle Coast Investing, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Why the Fund Owns CF Industries (CF) Despite Rooting Against Its Catalyst
Middle Coast Investing, an investment advisor firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Zoetis (ZTS) Hit by Guidance Cuts, Met with Market Shrug
Middle Coast Investing, an investment advisor firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Middle Coast Investing’s Q3 2026 Investor Letter
Middle Coast Investing, an investment advisory firm, released its third-quarter 2026 investor letter.
Amrize (AMRZ) Benefits from Regional Scale, Tight Supply Dynamics, and Pricing Power
Harris Oakmark recently released its third-quarter 2026 investor letter for its “Oakmark Global Select Fund”.
Oakmark Global Select Fund’s Q3 2026 Investor Letter
Harris Oakmark recently released its third-quarter 2026 investor letter for its “Oakmark Global Select Fund”.
IQVIA Holdings (IQV) Gains as Improving Demand Environment and High Win Rates
Harris Oakmark recently released its third-quarter 2026 investor letter for its “Oakmark Global Fund”. The letter can be downloaded here.
Oakmark Global Fund’s Q3 2026 Investor Letter
Harris Oakmark recently released its third-quarter 2026 investor letter for its “Oakmark Global Fund”.
Rocket Companies (RKT) Positions for Industry Recovery Driven by Tech Scale and Market Share Gains
Harris Oakmark recently released its third-quarter 2026 investor letter for the “Oakmark Select Fund”.
Paycom Software (PAYC) Surge Driven by Accelerating Growth and Margin Expansion
Harris Oakmark recently released its third-quarter 2026 investor letter for the “Oakmark Select Fund”.
Oakmark Select Fund’s Q3 2026 Investor Letter
Harris Oakmark recently released its third-quarter 2026 investor letter for the “Oakmark Select Fund”.
Salesforce (CRM): AI Integration Enhances Core Enterprise Software Platform Value
Harris Oakmark recently released its third-quarter 2026 investor letter for the “Oakmark Fund”.
Market Caution on Consumer Credit Weighs on Ally Financial (ALLY) Shares
Harris Oakmark recently released its third-quarter 2026 investor letter for the “Oakmark Fund”.
Discounted Valuation and AI Compute Potential Create Entry Point in Meta Platforms (META)
Harris Oakmark recently released its third-quarter 2026 investor letter for the “Oakmark Fund”.
What Makes American Express (AXP) a Compelling Bet?
Harris Oakmark recently released its third-quarter 2026 investor letter for the “Oakmark Fund”.
Oakmark Fund’s Q3 2026 Investor Letter
Harris Oakmark recently released its third-quarter 2026 investor letter for the “Oakmark Fund”.
The Short Case for The Campbell’s Company (CPB)
Bristlemoon Capital, a global equities firm, released its “Bristlemoon Global Fund” third-quarter 2026 investor letter. The letter can be downloaded here.
MasterBrand (MBC): Structural Remodeling Downturn and Rate Spikes Support Short Thesis
Bristlemoon Capital, a global equities firm, released its “Bristlemoon Global Fund” third-quarter 2026 investor letter. The letter can be downloaded here.
Kaspi.kz JSC (KSPI) Position Valued at 7x P/E Amid Financial Model and Country Risks
Jenga Investment Partners, a London-based investment management firm, released its Q3 2026 investor letter. A copy of the letter can be downloaded here.
Transitory Storm and Regulatory Noise Mask NiSource’s (NI) GenCo Data Center Opportunity
Reaves W H & Co Inc released its third-quarter 2026 investor letter for “Reaves Long-Term Value Strategy”. The letter can be downloaded here.
Here’s What Weighed on Talen Energy Corporation (TLN)
Reaves W H & Co Inc released its third-quarter 2026 investor letter for “Reaves Long-Term Value Strategy”. The letter can be downloaded here.
How Johnson Controls (JCI) Capitalizes on U.S. Manufacturing and AI Buildouts
Reaves W H & Co Inc released its third-quarter 2026 investor letter for “Reaves Long-Term Value Strategy”. The letter can be downloaded here.
Constellation Energy (CEG) Boosts Guidance and Expands Nuclear Deals with Tech Giants
Reaves W H & Co Inc released its third-quarter 2026 investor letter for “Reaves Long-Term Value Strategy”. The letter can be downloaded here.